Stefanos Loisou has been involved with financial services and helping people and businesses with their financial security needs for over 40 years. He has been a member of the exclusive Top of the Table group of the Million Dollar Round Table, the recognized international, professional organization emphasizing knowledge, service and commitment to clients and he is a member of the National Ethics Bureau.

Utilizing various strategies, including home equity management, charitable giving, family foundations, and other successful tax and insurance strategies, Stef has been able to assure the enhancement and growth of family assets, and, if desired, see that they become multi generational. His clients’ assets are continuously protected by his SWAN [Sleep Well At Night] portfolio concepts. Many years of practical planning experience and continuous educational updates allow Stef to tailor a variety of financial strategies to address your objectives.

One of his strengths is diffusing ‘the ticking tax time bomb’ represented by 401K/IRA programs and assuring the generational transfer of these assets on a tax favored or even a tax-free basis! When your assets are protected and your financial goals are achieved, you truly can sleep well at night less stress and worry for the rest of your life!